How big is Stephens & Company, PLLC's plan?

Stephens & Company, PLLC's plan reported $1.8M in assets and 19 participants for 2024.

Original filing (PDF)20250917112805NAL0000975586001

Stephens & Company, PLLC

Name: Stephens & Company, PLLC — Stephens & Company PLLC, Form 5500 (2024)
Creator: Stephens & Company, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephens & Company PLLC 401(k) Plan

401(k) retirement plan · Stephens & Company, PLLC's Stephens & Company PLLC 401(k) Plan held $1.8M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Diane Jensen signed Stephens & Company, PLLC's 2024 Form 5500 as plan administrator.

Diane Jensen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Stephens & Company, PLLC's EIN is 83-2533025.

EIN 83-2533025

Plan number 001

Plan year 2024

ACK ID 20250917112805NAL0000975586001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephens & Company, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephens & Company, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHENS & COMPANY, PLLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score